+162.4%
ADM vs RRC
+7.9%
+154.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | -0.1% |
| 7D | -0.1% | -1.2% | +1.1% | +0.1% |
| 30D | +11.0% | +9.4% | +1.6% | +9.5% |
| 3M | +6.0% | +7.4% | -1.4% | +4.8% |
| 6M | +26.9% | +1.5% | +25.5% | +26.4% |
| YTD | +50.0% | +19.4% | +30.6% | +45.5% |
| 1Y | +39.6% | +24.2% | +15.4% | +34.3% |
| 3Y | +18.5% | +32.8% | -14.3% | +11.4% |
| 5Y | +62.6% | +152.9% | -90.3% | +36.3% |
| 10Y | +162.4% | +3.9% | +158.6% | +93.6% |
| All | +162.4% | +7.9% | +154.5% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RRC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling